See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,700 | $45,602-6.4% | $117,472-63.7% | $66,914-36.2% |
| Participation rate | 68.5% | 57.6%+10.9pp | 70.6%-2.1pp | 69.8%-1.3pp |
| Annual return | -14.69% | -16.74%+2.0pp | 29.74%-44.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,057 | $1,579+30.3% | $4,176-50.7% | $2,544-19.2% |
| Participant deferral / active EE | $4,743 | $2,845+66.7% | $4,070+16.5% | $4,237+11.9% |
| Admin fee / account holder | $101 | $661-84.8% | $5,645-98.2% | $593-83.0% |